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Eastern Bank’s Phillips 66 PSX Stock Holding History

Eastern Bank’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Sell
1,356
-5
-0.4% -$861 ﹤0.01% 372
2026
Q1 		$248K Sell
1,361
-3
-0.2% -$470 ﹤0.01% 342
2025
Q4 		$176K Sell
1,364
-331
-20% -$44.6K ﹤0.01% 381
2025
Q3 		$231K Sell
1,695
-68
-4% -$8.71K ﹤0.01% 338
2025
Q2 		$210K Sell
1,763
-124
-7% -$13.9K ﹤0.01% 350
2025
Q1 		$233K Sell
1,887
-760
-29% -$93.7K ﹤0.01% 337
2024
Q4 		$302K Hold
2,647
– – 0.01% 317
2024
Q3 		$348K Buy
+2,647
New +$357K 0.01% 317
2022
Q1 		– Sell
-5,212
Closed -$378K – 207
2021
Q4 		$378K Sell
5,212
-101,893
-95% -$7.7M 0.02% 171
2021
Q3 		$7.5M Sell
107,105
-4
-0% -$290 0.36% 73
2021
Q2 		$9.19M Buy
107,109
+344
+0.3% +$29K 0.45% 72
2021
Q1 		$8.71M Buy
106,765
+30,516
+40% +$2.39M 0.47% 71
2020
Q4 		$5.33M Sell
76,249
-530
-0.7% -$31.1K 0.3% 71
2020
Q3 		$3.98M Sell
76,779
-18,057
-19% -$1.1M 0.24% 72
2020
Q2 		$6.82M Buy
94,836
+125
+0.1% +$8.85K 0.44% 70
2020
Q1 		$5.08M Sell
94,711
-12,070
-11% -$982K 0.38% 68
2019
Q4 		$11.9M Buy
106,781
+1,153
+1% +$130K 0.69% 62
2019
Q3 		$10.8M Buy
105,628
+1,177
+1% +$118K 0.67% 62
2019
Q2 		$9.77M Buy
104,451
+4,377
+4% +$393K 0.62% 65
2019
Q1 		$9.52M Buy
100,074
+97,705
+4,124% +$9.29M 0.64% 66
2018
Q4 		$204K Hold
2,369
– – 0.02% 186
2018
Q3 		$267K Hold
2,369
– – 0.02% 183
2018
Q2 		$266K Buy
+2,369
New +$266K 0.02% 182
2014
Q1 		– Sell
-2,743
Closed -$212K – 224
2013
Q4 		$212K Buy
+2,743
New +$183K 0.02% 187

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Eastern Bank's PSX Position: Q2 2026 in Review

Eastern Bank reduced its Phillips 66 (PSX) stake by 0.37% in Q2 2026, selling an estimated $861 and leaving 1,356 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Eastern Bank first reported a position in PSX in Q4 2013 and has held it in 24 quarters since. The position peaked at $11.9M in Q4 2019. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Eastern Bank held 1,356 shares of Phillips 66 worth $229K as of Q2 2026.
  • Eastern Bank sold 5 Phillips 66 shares in Q2 2026, an estimated $861.
  • Phillips 66 made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #372 holding.
  • Eastern Bank first reported a position in Phillips 66 in Q4 2013 and has held it in 24 quarters since.
  • Eastern Bank's Phillips 66 position peaked at $11.9M in Q4 2019.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.